Notable companies
The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), VISA (NYSE:V), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), Abbott Laboratories (NYSE:ABT), Medtronic plc (NYSE:MDT).
Industry description
The investment seeks to provide capital growth, current income and preservation of capital.
The fund invests primarily in U.S. common stock and other securities convertible into common stock as well as fixed income securities such as corporate bonds and U.S. government securities. The fund may also invest in securities of foreign issuers which are listed on a U.S. stock exchange or are represented by American Depositary Receipts (ADRs).
Market Cap
The average market capitalization across the Mairs & Power Balanced MF is 717.75B. The market cap for tickers in the group ranges from 9.57B to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is TTC at 9.57B.
Volume
The average weekly volume growth across all stocks in the Mairs & Power Balanced MF was -10%. For the same stocks of the MF, the average monthly volume growth was 30% and the average quarterly volume growth was -2%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 54
P/E Growth Rating: 56
Price Growth Rating: 37
SMR Rating: 43
Profit Risk Rating: 33
Seasonality Score: -30 (-100 ... +100)